Self-Serve Client Onboarding
Start your journey with a structured, guided onboarding experience. The setup wizard captures your core business goals, configures active advertising integrations, establishes your brand voice, and introduces your autonomous AI Office. Walk through the steps at your own pace and seed every workspace with your business goals automatically.
Challenges We Solve
Transforming complex problems into seamless automated workflows.
Onboarding with a new agency takes weeks of kickoff calls
Spending hours on Zoom calls repeating your brand details, target audience, and logins delays the start of your campaigns.
- Self-serve wizard collects all details in under 15 minutes
- Automated API auth connections—no password sharing required
- Get recommended action steps instantly based on your goals
Different agency portals use different configurations
Setting up your ad accounts, social handles, and branding in different systems leads to mismatched tone and configuration errors.
- One setup flow configures social, ads, voice, and SEO modules
- Brand voice profile applied globally to all AI content drafts
- Unified company info resolved from your website automatically
Key Features
Powerful tools built specifically to accelerate your growth.
Goal-Based Workspace Provisioning
What this means for you: A portal layout tailored specifically to what you want to achieve.
Choose your primary goal (Google Ads, Facebook Ads, Social Media, or Business Formation). The system configures your workspace dashboard accordingly.
- Dashboard quick actions customize to your target goal
- Recommended starting checklists are generated immediately
- Goal context injected into your AI Office agent settings
Meet Your AI Team
What this means for you: Your AI company is set up and aligned with your goals from day one.
An interactive step introducing the autonomous specialists in your hired team. Explore agent personas, daily tasks, and set operational limits.
- Meet the SEO Strategist, Growth Hacker, and Copywriter
- Configure approval gates for agent recommendations
- Smart tour guides you through departments
Go from signup to execution in 15 minutes
The onboarding wizard automates the entire coordination phase, replacing kickoff meetings with a self-serve setup pipeline.
- Unified brand settings configured in minutes
- OAuth-based integrations save hours of password sharing
- Active goal context propagates automatically
- Automatic project creation gets work started instantly
Real-World Scenarios
Starting a social media campaign
"You sign up and choose 'Launch Social Media' as your goal. The onboarding wizard prompts you to connect Facebook, sets your brand voice as 'Energetic & Educational', and creates an onboarding project with pre-configured templates."
Outcome: Your portal is immediately populated with a 7-day draft social calendar matching your brand voice.
"Signing up for ByVeya was the fastest onboarding we've experienced. We connected our Meta Ads and website, defined our goals, and met our AI team in under ten minutes."
Richard Whitfield
Group Director, Whitfield Holdings Ltd
Got Questions?
Everything you need to know about the product and billing.
Can I change my goals later?
Yes. Your active goal is displayed on the dashboard, and you can edit or change it at any time in the Setup tab of your projects.
Is my personal data encrypted during onboarding?
Yes. All business details, contact information, and API connection keys are fully encrypted in transit and at rest using AES-256.